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Phase Duration Key Focus Areas Induction 2 Week - Basics of Banking Products and Processes - Regulatory Framework and Compliance - Soft Skills Selling Skills Customer Service Grooming Communication Functional Training 6 Months Roles to be Rotated Across Role 1 Tele caller Customer Engagement Sales 2 Months - Learning relationship-building skills through customer outreach - Promoting banking products loans credit cards investment plans - Understanding customer retention strategies and cross-selling Role 2 Portfolio Management 2 Months - Managing assigned customer portfolios and deepening relationships - Assisting clients with financial planning loans and investment advisory - Exposure to wealth management and risk assessment Role 3- Branch Operations 2 Months - Managing front-desk customer queries and grievances - Assisting with account openings digital banking and service requests - Handling cash transactions deposits withdrawals and fund transfers - Enhancing interpersonal and problem-solving skills Final Evaluation End of 6 Months - Written assessment and face-to-face interaction with Senior Regional Business Manager - Based on assessment score and feedback trainees will be placed in permanent roles Certifications Within 6 Months - Executive Trainees to be IRDA and NISM certified during the probation period Role Allocation End of 6 Months Post successful completion of evaluation Executive trainees will be moved to SDO PB role in Branch banking as per the evaluation and availability Decision of respective BBH would be final in this


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